Profit Sharing · DOL Form 5500 · 2023

Steppingstone Day School Inc Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
215
Participants Below avg headcount
57th
Percentile by assets National rank
$43,127
Avg per participant Low balance/head
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Official DOL plan name: Steppingstone Day School Inc Employees Retirement Plan · Sponsored by Steppingstone Day School Inc · New York · Educational Services

$9M in assets, 215 participants

Steppingstone Day School Inc's Steppingstone Day School Inc Employees Retirement Plan reported $9M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,500 in Educational Services (3,735 peers)

Coverage in New York

Steppingstone Day School Inc Employees Retirement Plan covers 215 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $9M.

#1,500
in Educational Services (3,735 peers)
+11.3%
assets growth YoY

Steppingstone Day School Inc Employees Retirement Plan's mid-pack asset rank among Educational Services and all filers

Steppingstone Day School Inc Employees Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,272,243 Top 43% higher than 57% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Steppingstone Day School Inc Employees Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steppingstone Day School Inc Employees Retirement Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steppingstone Day School Inc Employees Retirement Plan reported net income rose from -$140K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Steppingstone Day School Inc Employees Retirement Plan reported participants fell from 251 in the plan year 2022 filing to 215 in the plan year 2023 filing.
  • Steppingstone Day School Inc Employees Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112658604 · Steppingstone Day School Inc PY 2023 · Profit Sharing

Steppingstone Day School Inc Employees Retirement Plan · $9M · 215 · 57th

  • IND $9M
  • IND 215
  • IND 57th
  • IND Profit Sharing
  • IND near Messer-Bowers Profit Sharing Plan
  • IND ind #1500

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New York →

Steppingstone Day School Inc Employees Retirement Plan in the asset neighbourhood

Oak Clinic Profit Sharing PlanOak Clinic Profit Sharing Pl…$9MSteppingstone Day School Inc Employees Retirement PlanSteppingstone Day School Inc…$9MMesser-Bowers Profit Sharing PlanMesser-Bowers Profit Sharing…$9MDuplin Wine Cellars, Inc 401(k) PlanDuplin Wine Cellars, Inc 401…$9MAllegro School Defined Contribution Retirement PlanAllegro School Defined Contr…$9M
End-of-year total assets ($M) among Steppingstone Day School Inc Employees Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN112658604
Plan Effective Date1986-06-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Steppingstone Day School Inc)

Sponsor-wide plan assets over time

All Steppingstone Day School Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 28.75646312339998% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.33M $10.7M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 251 $8M
2023 1 215 $9M
2024 1 259 $11M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Steppingstone Day School Inc Employees Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Steppingstone Day School Inc Employees Retirement Plan, Total assets ($B): 0.009272243 · Participants: 215Steppingstone Day School Inc Employees Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Steppingstone Day School Inc Employees Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Steppingstone Day School Inc Employees Retirement Plan side-by-side with 3 peers →

Steppingstone Day School Inc Employees Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Messer-Bowers Profit Sharing Plan in OK ($9M); by covered participants it is Phx Holdings Retirement Plan in GA (215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Steppingstone Day School Inc Employees Retirement Plan assets move in 2023? ▼
Steppingstone Day School Inc Employees Retirement Plan grew at a solid clip - up 11.3% during 2023, from $8M to $9M. Reported net income was $1M.
How have Steppingstone Day School Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steppingstone Day School Inc's sponsor-wide assets grew 28.8%, from $8M to $11M.
Which Profit Sharing plans are similar in size to Steppingstone Day School Inc Employees Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Messer-Bowers Profit Sharing Plan in OK ($9M, 40 participants).
Which Profit Sharing plans cover a similar participant headcount to Steppingstone Day School Inc Employees Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Phx Holdings Retirement Plan in GA (215 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112658604.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.